Add Policy Wizard - Producers
Contents
From the View Client With Insurance Screen, click on the Add Action Button to start the Add Policy Wizard. This is step 10.
Add Policy Wizard - Producers Overview
If you've designated a Primary Producer for the Owner's name record, that producer's name will show as Producer #1.
You can add additional producers or managers from here.
How To Add A Producer
Adding producers is controlled by Advisors Assistant security rights management. You must have the proper database authorization in Advisors Assistant to add producers. You can add a producer to the policy you're setting up just by clicking on the Browse Button (
) next to a blank producer or manager.
Producer Lookup Screen
To add a producer to the Producer Lookup List, follow these steps:
1.Click on the Browse Button (
) next to an empty producer or manager field.
2.From the Producer Lookup Screen, click on the Add Button.
3.From the list of names on the Assign Name As Producer Screen, highlight a name and click on the OK Button.
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Use the Producer Display Name to position certain producers near the top of the list. Producers are displayed on the Producer Lookup Screen in alphabetical order using the Display Name. If you were to change "Johnson, Sam" to "1. Sam Johnson" his name would come first on the list. |
